Event Details

One challenge Americans living overseas often have to deal with is personal finances and estate planning. Understanding how to navigate all of the cross-border issues and the relevant laws that you need to abide by as an American expat can be daunting.

AmCham China and the Premium Finance Group will be delivering a seminar to demystify this challenge with an in-depth look at the current rules and regulations surrounding financial and estate planning and how they affect US expats living in China.

We will focus on:
The Current Rules and Regulations Facing US Expatriates
  • What reporting requirements US expats have
  • How FATCA has changed the tax landscape and access to US investments
Cross-Border Financial and Estate Planning
  • What common issues expatriates face
  • How being a non-resident effects current investment accounts
Why most investors fail with their investments
  • Why investors fail to meet investment expectations and goals
  • Which simple steps to improve investment performance

Speakers

  • RB

    Robert F. Brink

    CEO & Founder of The Brink Financial Group

    With over 25 years' experience in the financial planning and asset management arena The Brink Financial Group are a highly respected organization that has earned the trust of individuals and families from North America and Asia. Unlike many US based firms The Brink Financial Group regularly travel to the Asia region to give an unparalleled level of service advice which is combined with a sensible and proven approach to investment planning.

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  • JS

    Jonathan Sykes

    Partner at PFG

    Jonathan has worked in the financial services industry in Beijing for 8 years. Over this time a significant portion of his time has been spent working with The Brink Financial Group assisting USA expatriates with their financial planning needs.

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Agenda

4:00 PM - 4:30 PM
Registration
4:30 PM - 5:30 PM
Presentation and Q&A
5:30 PM - 6:00 PM
Cocktail Reception

Tickets

Ticket (Free attendance)
Door Price Complimentary
Complimentary